Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources .

Posted 10/5/2026full-timeFort Worth • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and communication skills while effectively managing cash transactions and adhering to financial regulations. Capable of educating clients on mobile and online banking solutions to enhance their financial experience.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceCritical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM Self-ServiceFinancial Services ProductsSales GoalsProcess AdherenceProblem-SolvingClient Education

Soft Skills

Effective CommunicationRelationship BuildingAdaptability

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ServicesOperational ExcellenceRisk CultureClient ExperienceBusiness ManagementBusiness AdministrationFinance

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
Accurately and efficiently process cash transactions
Conduct deep conversations to understand clients’ financial and life priorities
Connect clients to solutions that meet their financial goals
Execute the bank’s risk culture and pursue operational excellence
Build relationships with clients to meet financial needs
Follow established processes and guidelines while adhering to applicable laws and regulations
Partner with experts in small business, lending, and investments
Manage financial center traffic, appointments, and outbound calls
Drive the client experience
Manage cash responsibilities
Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Must be able to work weekends and/or extended hours
Must be able to travel to any financial center location within a reasonable distance
Ability to learn and adapt to new information and technology platforms
Ability to educate clients on ATM, online banking, and mobile banking self-service technologies
Strong critical thinking and problem-solving skills
Effective communication and client engagement skills
Ability to follow established processes, guidelines, laws, and regulations
Desired: Experience in financial services and knowledge of financial services products and solutions
Desired: One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Desired: Six months of cash handling experience
Desired: Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration, or finance

Benefits

Comp & perks

Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office flexibility based on role-specific considerations
40 hours per week